Team

Tax Help and O'Malley Financial Services is a family owned business. Our commitment is rooted in educating, advising and providing solutions for client's tax and financial needs. We are dedicated to developing long-term partnerships while striving to provide exceptional customer service.

Bridget focuses on the management and development of our investment practice in addition to her tax planning and preparation services. Bridget holds a business management degree from the College of Saint Benedict and has an extensive...

Erin oversees the tax, payroll and bookkeeping areas of the business. Previous to Tax Help, Erin worked for Ernst & Young LLP and spent more than 10 years with Ecolab, Inc. in various financial roles including internal audit, payroll...

Duff has been with Tax Help since 2001. He holds both BA and law degrees from Creighton University and spent his career working for IRS, then practicing law and finally working 28 years in the estate and trust business. After retiring...

Andrea has been with Tax Help since 2006. Andrea is registered with the IRS as an Enrolled Agent and maintains her securities and insurance licenses. She is a member of the National Association of Tax Preparers and is a board member...

Pat founded Tax Help after beginning his career as a tax preparer in 1969. Previously, he earned a Masters in mathematics from Purdue University and taught math at a number of high schools and colleges in the Omaha area. Pat also had a...

Since joining Tax Help in 2008, Gail's primary role has been serving as a payroll administrator and bookkeeping consultant to our clients. Having previously worked for an Omaha CPA firm as an administrative assistant.

Chelly joined Tax Help in 2009 and works primarily with our payroll and bookkeeping clients. Chelly moved to Omaha from South Dakota in 1987 after graduating from Northern State University with a major in accounting / finance.

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Bridget Tynan is a registered representative with the following registrations 7, 63 and 65 and can transact business with clients in AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI, and WV. Pat O’Malley is a registered representative with the following registrations 7, 63 and 65 and can transact business with clients in AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OK, OR, PA, TX, UT, VA, WI, and WV. Pat O’Malley is also an investment adviser agent licensed in NE. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Tax Help and O'Malley Financial are not a registered broker/dealer or independent investment advisory firms.

Tax Help O'Malley Financial is not a registered broker/dealer or independent investment advisory firm.

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The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.